BROWN WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$380.1M

Holdings

110

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (110 positions)

#StockSharesValue% PortfolioType
101
CATCATERPILLAR INC
402$230K0.06%
102
CHATTIDAL TRUST II
3,881$228K0.06%
103
NDQINVESCO QQQ TR
365$224K0.06%
104
GSGOLDMAN SACHS GROUP INC
253$222K0.06%
105
SPYMSPDR SERIES TRUST
2,768$222K0.06%
106
JNJJOHNSON & JOHNSON
1,018$210K0.06%
107
DTMDT MIDSTREAM INC
1,748$209K0.05%
108
GEGE AEROSPACE
669$206K0.05%
109
GQ9SPDR GOLD TR
511$202K0.05%
110
AMDADVANCED MICRO DEVICES INC
938$200K0.05%
PreviousPage 2 of 2